Talent.com
This job offer is not available in your country.
Senior Fund Raising Manager - Wealth Management

Senior Fund Raising Manager - Wealth Management

Zecruit AIMumbai, India
30+ days ago
Job description

About Company

The company is a Multi Asset Class, Proprietary Capital Investing, and Asset Management Platform driven by Alpha Generation and Partnerships. It manages over $1.7 Bn in AUM.

  • We are extremely passionate about finding alternative investment opportunities that can deliver superior risk-return characteristics and generate alpha rather than passively seek it.
  • Concentrate on a broad spectrum of asset classes, ranging from Commodities, Equities, Credit, Fixed Income, Quant, Infrastructure, Real Estate and more.
  • We are strongly performance driven and look for people who share a similar DNA.

The team consists of 200+ people present across 8 locations who are vastly experienced across domestic and global hedge funds & financial institutions and have strong academic credentials from top universities.

About the Role :

We are seeking highly experienced Senior Professionals with a proven track record in managing and acquiring ultra high-net-worth individuals (UHNI), Family Offices and corporate relationships . This is a pivotal role in our rapidly scaling platform, requiring deep expertise in relationship management , strategic advisory, and a solid understanding of financial products and solutions.

You will work closely with UHNIs, family offices, and large corporates across India to drive business growth, deliver exceptional client service, and build long-lasting, strategic partnerships.

Key Responsibilities :

1. Relationship Management : Build, manage, and strengthen relationships with UHNI clients, family offices, and corporate entities across India.

2. Investment Management : Understand the nuances of the firm's products and services, including investment management solutions, offer high-quality, tailor-made investor portfolios for UHNI clients and corporates.

3. Strategic Sales & Cross-Selling : Identify cross-selling and referral opportunities across the firm's investment management products to further expand client portfolios and engagement.

4. Team Collaboration & Leadership : Collaborate with internal teams including Fund Managers, Product Specialists, Service & Operations teams to provide holistic solutions to clients.

5. Business Development & Networking : Continuously explore new business opportunities and build a pipeline of potential UHNI and corporate clients through proactive networking and referrals.

Desired Profile :

1. Educational Qualifications : MBA / Chartered Accountant (CA) with over 10 years of experience.

2. Key Traits :

  • Proven success in building and managing UHNI and corporate relationships, ideally in Wealth Management, Asset Management, or Corporate Banking across India.
  • Established network and direct relationships with UHNIs, family offices, and corporate decision-makers across India.
  • Strong knowledge of financial products, investment strategies, and asset classes, with the ability to translate complex financial concepts into actionable advice for clients.
  • Having an Entrepreneurial mindset with a high level of energy, self-motivation, and the ability to thrive in a fast-paced and dynamic environment.
  • Excellent communication, presentation, and negotiation skills.
  • Ability to think strategically and develop long-term client relationships, with a focus on creating value for both the client and the firm.
  • ref : iimjobs.com)

    Create a job alert for this search

    Manager Manager • Mumbai, India

    Related jobs
    • Promoted
    Prospurts - Senior Manager - Wealth Management

    Prospurts - Senior Manager - Wealth Management

    ProspurtsMumbai, India
    Senior Manager - Wealth Management YOE : 2-5 YRS LOCATION : Gurugram About Prospurts : Prospurts is a wealth mana...Show moreLast updated: 25 days ago
    • Promoted
    Leader - Wealth Management Firm

    Leader - Wealth Management Firm

    DSP Eminence Consulting ServicesMumbai, India
    The Leader will be responsible for recruiting, managing and driving a team of RM's - The incumbent would be responsible for the managing HNI customers and have regular mee...Show moreLast updated: 30+ days ago
    • Promoted
    Senior HNI Wealth Relationship Manager

    Senior HNI Wealth Relationship Manager

    Recruit MeMumbai, India
    Relationship Manager - Private Wealth (Designation will be based on the experience) Location : Mumbai, Delhi, Bangalore About Us : We ar...Show moreLast updated: 30+ days ago
    • Promoted
    Assistant Manager / Manager - Fund Raising - NGO

    Assistant Manager / Manager - Fund Raising - NGO

    FingertipsMumbai, India
    Execute resource mobilisation strategy in keeping with organisation requirements - Identify, convert and nurture new funding opportunities (individuals, trusts, corporate and o...Show moreLast updated: 30+ days ago
    Head Investor Relations

    Head Investor Relations

    XpertReachMumbai, MH, in
    Quick Apply
    Head – Investor Relations (PMS Industry).Investment Management / PMS / Wealth / Mutual Fund / Private Banking ecosystem, with at least 3-5 years in a client-facing Investor Relations role.Prior exp...Show moreLast updated: 7 days ago
    • Promoted
    Equity Specialist - Wealth Management

    Equity Specialist - Wealth Management

    360 ONE WealthMumbai Metropolitan Region, India
    We are looking for to hire an equity specialist for our Product Intelligence Unit (PIU).Analysis key local / global market trends to formulate and communicate firm's investment strategy.Due Diligence...Show moreLast updated: 2 days ago
    DVP- Fund Raising – Treasury

    DVP- Fund Raising – Treasury

    Skill VentoryMumbai, IN
    Job Profile / Responsibilities -Evaluation of fund requirement and source of fund raising.Ensures compliance with internal controls, policies and procedures in day-to-day conduct and.Identifies cos...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager - Wealth & Asset Management

    Relationship Manager - Wealth & Asset Management

    Pivot Human CapitalMumbai, India
    We seek a Relationship Manager for a leading Wealth and Asset Management company based at Mumbai.Role overview : Our Relationship Manager is responsi...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Manager

    Wealth Manager

    Zetheta Algorithms Private LimitedMumbai, IN
    ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. We are seeking a talented and motivated student intern for Wealth Manag...Show moreLast updated: 24 days ago
    • Promoted
    Wealth Manager

    Wealth Manager

    IIFL Capital Services LimitedMumbai, Maharashtra, India
    Acquisition of HNI Clients : Identify and target Affluent and Super Affluent client segments in the market to expand our client base. Develop and implement strategies for new client acquisition (HNI / ...Show moreLast updated: 24 days ago
    • Promoted
    Wealth Manager

    Wealth Manager

    Nuvama WealthMumbai, Maharashtra, India
    Nuvama Wealth is hiring for below positions for their Digital Business-.Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & ...Show moreLast updated: 13 days ago
    • Promoted
    Palladium - State CSR Fund Raising Expert

    Palladium - State CSR Fund Raising Expert

    PALLADIUM CONSULTING INDIA PRIVATE LIMITEDMumbai, India
    About the job : Position : State CSR Fund Raising Expert Location : Mumbai, Maharashtra About Palladium : Palladium i...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Wealth Manager

    Senior Wealth Manager

    Quotient ConsultancyMumbai, Maharashtra, India
    Leading Bank Hiring Affluent RM.Interested please connect with MAHEK 9137263337 and drop CV at quotientconsultancy@gmail. Develops New and Existing High Net worth (HNI) Customer relationships for pr...Show moreLast updated: 13 days ago
    Relationship Manager – Wealth Management (Sales)

    Relationship Manager – Wealth Management (Sales)

    JR Laddha Financial Services Pvt. Ltd.Mumbai, Maharashtra, India
    Job Description : Relationship Manager Wealth Management (Sales).Mumbai Lower Parel, Kolkata (On-site).Vice President Wealth Management. INR 6 7 LPA (Fixed) + Performance-Based Incentives.As a Rel...Show moreLast updated: 27 days ago
    Wealth Management

    Wealth Management

    Money Honey Financial Services Pvt LtdGoregaon, Maharashtra, India
    Money Honey Financial Services Pvt Ltd Money Honey Financial Services Pvt Ltd, incorporated in 8th May of the year 2008 at Mumbai. The Money Honey is a one-stop shop for information, advice as well ...Show moreLast updated: 26 days ago
    • Promoted
    • New!
    Relationship Manager - Distributors Channel - AIF

    Relationship Manager - Distributors Channel - AIF

    Ashika GroupMumbai, India
    Role Summary : We are seeking a high-performing Relationship Manager to manage and scale distribution relationships for our Alternative Investment F...Show moreLast updated: 9 hours ago
    • Promoted
    Chartered Accountant

    Chartered Accountant

    OrbiTouch HR (orbiTouch outsourcing pvt ltd)Mumbai, Maharashtra, India
    Urgent Hiring || Accounts Manager / Senior Manager || Mumbai.Accounts Manager / Senior Manager.Budget- Up to 18 LPA (Depend on the interview). Educational Qualification -Qualified CA.Fund Raising & Fina...Show moreLast updated: 2 days ago
    Wealth Manager

    Wealth Manager

    Weekday AIMumbai, MH, IN
    Quick Apply
    This role is for one of the Weekday's clients.Salary range : Rs 500000 - Rs 1000000 (ie INR 5-10 LPA).Location : Mumbai, NCR, Pune, Hyderabad, Bangalore. We are looking for an experienced and client-f...Show moreLast updated: 6 days ago